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• What One Introduction Is Worth

  The economics of referring a client into a specialist engagement, stated plainly, including the part that has nothing to do with compensation.

  For Advisors · August 28, 2026 · By Bruce Jones
• What the CPA Sees in April That You Could Have Seen in March

  Tax preparation and tax planning are different disciplines with different timing. Confusing them is the most common and most expensive mistake around a liquidity event.

  For Advisors · August 28, 2026 · By Bruce Jones
• The Conversation You Are Not Having Before the Sale

  A story about a doctor, a building, and a question nobody had asked him. For advisors whose clients are approaching a liquidity event.

  For Advisors · August 28, 2026 · By Bruce Jones
• A 1031 Is Not the Only Path for a Property Sale

  The exchange is a real and valuable provision. It is also the only one many property owners are ever shown, and it carries conditions that do not suit every seller.

  Selling a Business or Property · August 28, 2026 · By Bruce Jones
• What the Analysis Actually Examines

  A plain account of what goes into a transaction tax analysis, what comes out of it, and what it will not tell you.

  Selling a Business or Property · August 28, 2026 · By Bruce Jones
• Why the Analysis Happens Before the Closing Table

  Tax law is full of provisions Congress wrote so that you would not have to pay. Nearly all of them share one requirement: they have to be in place before the transaction closes.

  Selling a Business or Property · August 28, 2026 · By Bruce Jones
• The Four Taxes That Stack on One Closing

  A sale does not trigger one tax. It triggers several, at different rates, under different rules, on the same transaction. Knowing which ones apply to you is the beginning of the work.

  Selling a Business or Property · August 28, 2026 · By Bruce Jones
• Lines May Blur When it Comes to Estate and Family Business Succession Planning

  Understand the complexities of estate planning for family businesses.

  Estate and Wealth Transfer · April 24, 2024 · By Bruce Jones
• White House releases fiscal year 2025 proposed budget

  Biden’s proposed FY 2025 budget sets the stage for future tax discussions.

  Tax Policy and Markets · March 14, 2024 · By Bruce Jones
• Enhanced Retirement Landscape: Exploring Secure Act 2.0's Impact on Tax-Favored Plans

  Explore the transformative changes of Secure Act 2.0 on tax-favored retirement plans.

  Estate and Wealth Transfer · February 13, 2024 · By Bruce Jones
• Bipartisan Tax Deal Would Expand Credits for Businesses, Children, and Low-Income Housing

  New tax deal expands credits for families and businesses, aiding low-income housing and promoting economic growth.

  Tax Policy and Markets · January 23, 2024 · By Bruce Jones
• The Present & Future of CAS for Accounting Firms

  Industry leaders discuss the impact and future of Client Advisory Services for accounting firms.

  For Advisors · January 20, 2024 · By Bruce Jones